AllSquare Wealth Management’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

AllSquare Wealth Management’s Portfolio EELV Stock Details EELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-65	Closed	-$1.52K	–	544
2024 Q4	$1.52K	Hold	65	–	–	﹤0.01%	471
2024 Q3	$1.7K	Hold	65	–	–	﹤0.01%	473
2024 Q2	$1.53K	Hold	65	–	–	﹤0.01%	475
2024 Q1	$1.55K	Hold	65	–	–	﹤0.01%	474
2023 Q4	$1.56K	Hold	65	–	–	﹤0.01%	473
2023 Q3	$1.46K	Hold	65	–	–	﹤0.01%	479
2023 Q2	$1.52K	Hold	65	–	–	﹤0.01%	492
2023 Q1	$1.51K	Buy	+65	New	+$1.52K	﹤0.01%	488

Other funds holding EELV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

LAS

LWM Advisory Services Plantation, Florida $93.7M AUM 16.52% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

AllSquare Wealth Management's EELV Position: Q1 2025 in Review

AllSquare Wealth Management sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2025, closing a stake of 65 shares — an estimated $1.52K sold.

AllSquare Wealth Management first reported a position in EELV in Q1 2023 and held it in 8 quarters. The position peaked at $1.7K in Q3 2024. 108 funds tracked by Wall St. Rank hold EELV as of Q1 2025.

AllSquare Wealth Management reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2025 after selling out during the quarter.
AllSquare Wealth Management sold 65 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2025, an estimated $1.52K.
AllSquare Wealth Management first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2023 and held it in 8 quarters.
AllSquare Wealth Management's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $1.7K in Q3 2024.
108 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2025.

Based on AllSquare Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.